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Pure Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pure Financial Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$700K Sell
9,149
-8
-0.1% -$619 0.01% 302
2026
Q1 		$681K Sell
9,157
-575
-6% -$43.2K 0.01% 273
2025
Q4 		$695K Sell
9,732
-338
-3% -$23.5K 0.01% 266
2025
Q3 		$683K Buy
10,070
+1,012
+11% +$66.7K 0.01% 256
2025
Q2 		$575K Buy
9,058
+595
+7% +$36.4K 0.01% 269
2025
Q1 		$499K Buy
+8,463
New +$479K 0.01% 235

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pure Financial Advisors's EFV Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.09% in Q2 2026, selling an estimated $619 and leaving 9,149 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #302.

Pure Financial Advisors first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Pure Financial Advisors held 9,149 shares of iShares MSCI EAFE Value ETF worth $700K as of Q2 2026.
  • Pure Financial Advisors sold 8 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $619.
  • iShares MSCI EAFE Value ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #302 holding.
  • Pure Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.